Purchases and Sales Made in Q1 2023 in Entergy Corp (ETR)
This table provides information about the institutional ownership of Entergy Corp (ETR) during Q1 2023. The information is specifically focused on institutions that hold shares of ENTERGY CORP .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
BUY
|
- |
35+ 16.67% |
$3.51K - $3.87K
|
245
$20.1K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
34+ 1.38% |
$3.41K - $3.76K
|
2.5K
$205K
|
|
|
May 12, 2023
Q1 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
32+ 8.79% |
$3.21K - $3.54K
|
396
$32.5K
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31+ 28.97% |
$3.11K - $3.43K
|
138
$11.3K
|
|
|
May 09, 2023
Q1 2023
|
Forefront Wealth Management Inc.
|
BUY
|
- |
30+ 1.15% |
$3.01K - $3.32K
|
2.64K
$216K
|
|
|
May 15, 2023
Q1 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
29+ 0.21% |
$2.91K - $3.21K
|
13.8K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
BUY
|
- |
29+ 0.03% |
$2.91K - $3.21K
|
96.2K
$7.88M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 43.1% |
$2.51K - $2.76K
|
83
$6.81K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
25New |
$2.51K - $2.76K
|
25
$2.05K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
24+ 100.0% |
$2.41K - $2.65K
|
48
$3.94K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
22+ 0.57% |
$2.21K - $2.43K
|
3.89K
$319K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
22New |
$2.21K - $2.43K
|
22
$1.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
22+ 0.57% |
$2.21K - $2.43K
|
3.86K
$317K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
19+ 0.3% |
$1.91K - $2.1K
|
6.4K
$524K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
19+ 0.36% |
$1.91K - $2.1K
|
5.32K
$436K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
17+ 1700.0% |
$1.71K - $1.88K
|
18
$1.48K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
17+ 15.04% |
$1.71K - $1.88K
|
130
$10.7K
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
16New |
$1.61K - $1.77K
|
16
$1.31K
|
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
15+ 0.88% |
$1.51K - $1.66K
|
1.72K
$141K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 65.0% |
$1.3K - $1.44K
|
33
$2.71K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
12+ 4.23% |
$1.2K - $1.33K
|
296
$24.3K
|
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
12+ 0.31% |
$1.2K - $1.33K
|
3.84K
$315K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
11+ 1.2% |
$1.1K - $1.22K
|
930
$76.3K
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
10+ 6.76% |
$1K - $1.11K
|
158
$13K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
10+ 0.02% |
$1K - $1.11K
|
43.3K
$3.55M
|
|
|
May 15, 2023
Q1 2023
|
Lazard Asset Management LLC
New York, NY |
BUY
|
- |
9+ 0.18% |
$903 - $995
|
5.03K
$413K
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
7+ 1.08% |
$702 - $774
|
655
$53.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 5.66% |
$602 - $663
|
112
$9.18K
|
|
|
Jun 20, 2023
Q1 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6New |
$602 - $663
|
6
$492
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
6+ 1.46% |
$602 - $663
|
417
$34.2K
|
|
|
May 12, 2023
Q1 2023
|
William Blair Investment Management, LLC
Chicago, IL |
BUY
|
- |
6+ 0.31% |
$602 - $663
|
1.97K
$162K
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
6+ 0.15% |
$602 - $663
|
3.93K
$322K
|
|
|
May 10, 2023
Q1 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 10.91% |
$602 - $663
|
61
$5K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
5New |
$502 - $553
|
5
$410
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4+ 0.22% |
$401 - $442
|
1.84K
$151K
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
4+ 1.08% |
$401 - $442
|
373
$30.6K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
4+ 36.36% |
$401 - $442
|
15
$1.23K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 0.7% |
$401 - $442
|
578
$47.4K
|
|
|
May 09, 2023
Q1 2023
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
2New |
$201 - $221
|
2
$164
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
2+ 0.72% |
$201 - $221
|
281
$23K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1+ 0.99% |
$100 - $111
|
102
$8.36K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.03% |
$100 - $111
|
2.95K
$241K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 25.0% |
$100 - $111
|
5
$410
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-1- 0.69% |
$100 - $111
|
143
$11.7K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.48% |
$100 - $111
|
206
$16.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
SELL
|
- |
-3- 3.61% |
$301 - $332
|
80
$6.56K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-3- 3.61% |
$301 - $332
|
80
$6.56K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
SELL
|
- |
-3- 11.11% |
$301 - $332
|
24
$1.97K
|
|
|
Apr 20, 2023
Q1 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-4- 28.57% |
$401 - $442
|
10
$820
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-5- 33.33% |
$502 - $553
|
10
$820
|